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CLA (CliftonLarsonAllen) Wealth Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$70.6M Buy
190,730
+15,943
+9% +$5.7M 0.93% 21
2026
Q1 		$56.1M Buy
174,787
+11,065
+7% +$3.71M 0.82% 23
2025
Q4 		$54.9M Sell
163,722
-11,889
-7% -$3.96M 0.83% 26
2025
Q3 		$57.6M Buy
175,611
+208
+0.1% +$65.7K 0.91% 24
2025
Q2 		$53.3M Buy
175,403
+81,534
+87% +$22.9M 0.89% 25
2025
Q1 		$25.8M Buy
93,869
+39,153
+72% +$11.4M 0.48% 38
2024
Q4 		$15.9M Sell
54,716
-102
-0.2% -$29.8K 0.31% 48
2024
Q3 		$15.5M Buy
54,818
+1,568
+3% +$428K 0.36% 49
2024
Q2 		$14.2M Buy
53,250
+6,248
+13% +$1.62M 0.31% 49
2024
Q1 		$12.2M Buy
47,002
+2,071
+5% +$512K 0.28% 49
2023
Q4 		$10.7M Buy
44,931
+7,017
+19% +$1.55M 0.27% 51
2023
Q3 		$8.05M Sell
37,914
-1,204
-3% -$267K 0.23% 51
2023
Q2 		$8.62M Buy
39,118
+13,040
+50% +$2.72M 0.24% 52
2023
Q1 		$5.32M Sell
26,078
-43,471
-63% -$8.7M 0.16% 61
2022
Q4 		$13.3M Buy
69,549
+33,795
+95% +$6.51M 0.49% 41
2022
Q3 		$6.42M Sell
35,754
-3,027
-8% -$603K 0.79% 21
2022
Q2 		$7.32M Buy
38,781
+11,088
+40% +$2.28M 0.3% 47
2022
Q1 		$6.3M Buy
27,693
+3,333
+14% +$750K 0.23% 57
2021
Q4 		$5.88M Buy
24,360
+6,108
+33% +$1.44M 0.21% 55
2021
Q3 		$4.05M Buy
18,252
+927
+5% +$211K 0.16% 64
2021
Q2 		$3.86M Buy
17,325
+125
+0.7% +$27.1K 0.16% 69
2021
Q1 		$3.56M Buy
17,200
+213
+1% +$43.1K 0.17% 66
2020
Q4 		$3.31M Sell
16,987
-17
-0.1% -$3.11K 0.16% 66
2020
Q3 		$2.9M Buy
17,004
+1,734
+11% +$292K 0.16% 70
2020
Q2 		$2.39M Buy
+15,270
New +$2.25M 0.15% 72
2017
Q1 		– Sell
-10,936
Closed -$1.26M – 139
2016
Q4 		$1.26M Buy
10,936
+625
+6% +$70.3K 0.14% 82
2016
Q3 		$1.15M Buy
+10,311
New +$1.14M 0.14% 85

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's VTI Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 9.1% in Q2 2026, buying an estimated $5.7M and bringing the position to 190,730 shares worth $70.6M. The position accounts for 0.93% of the portfolio, ranked #21.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in VTI in Q3 2016 and has held it in 27 quarters since. 3,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 190,730 shares of Vanguard Morningstar Total Stock Market ETF worth $70.6M as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors bought 15,943 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $5.7M.
  • Vanguard Morningstar Total Stock Market ETF made up 0.93% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #21 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2016 and has held it in 27 quarters since.
  • 3,665 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.